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OneAscent Financial Services LLC: HGER position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OneAscent Financial Services LLC on HGER, newest first. How the timeline and the estimate are built.

OneAscent Financial Services LLC held 178,614 HGER shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,614 shares
    Change vs previous 13F +37,460 shares

    0.2% of the 13F portfolio, value $5,240,535.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 136,663 shares
    • OneAscent Wealth Management LLC: 17,275 shares
    • OneAscent Family Office, LLC: 24,676 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 141,154 shares
    Change vs previous 13F +16,180 shares

    0.19% of the 13F portfolio, value $4,377,186.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 91,893 shares
    • OneAscent Wealth Management LLC: 22,781 shares
    • OneAscent Family Office, LLC: 26,480 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 124,974 shares
    Change vs previous 13F +36,282 shares

    0.2% of the 13F portfolio, value $3,101,855.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 71,711 shares
    • OneAscent Wealth Management LLC: 24,767 shares
    • OneAscent Family Office, LLC: 28,496 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 88,692 shares
    Change vs previous 13F +5,511 shares

    0.19% of the 13F portfolio, value $2,288,254.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 46,976 shares
    • OneAscent Wealth Management LLC: 23,805 shares
    • OneAscent Family Office, LLC: 17,911 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 83,181 shares
    Change vs previous 13F -7,707 shares

    0.11% of the 13F portfolio, value $2,021,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 50,986 shares
    • OneAscent Wealth Management LLC: 19,656 shares
    • OneAscent Family Office, LLC: 12,539 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 90,888 shares
    Change vs previous 13F -15,032 shares

    0.12% of the 13F portfolio, value $2,187,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 59,924 shares
    • OneAscent Wealth Management LLC: 20,888 shares
    • OneAscent Family Office, LLC: 10,076 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 105,920 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,345,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 68,550 shares
    • OneAscent Wealth Management LLC: 25,012 shares
    • OneAscent Family Office, LLC: 12,358 shares

    Acceptance time not in the bulk data set (spec §4.2).